Experts reveal ratings on 3 popular ASX 200 mining shares

Analysts have shared their insights following a strong rally for the ASX 200 materials sector last week.

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Mining workers in high vis vests and hard hats discuss plans for the mining site they are at as heavy equipment moves earth behind them, representing opportunities among ASX 200 shares as nominated by top broker Macquarie

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S&P/ASX 200 Index (ASX: XJO) shares closed at 8,880.8 points on Tuesday, up 0.41%.

The ASX 200 hit a new record of 8,885.7 points after the Reserve Bank announced a 0.25% interest rate cut yesterday.

Meanwhile, analysts have shared their insights on a trio of mining stocks following a strong rally for the materials sector last week.

Let's find out what their current ratings are: Buy, hold, or sell?

Own these 3 ASX 200 mining shares?

On The Bull this week, two experts explain their ratings on these popular ASX 200 mining shares.

Fortescue Ltd (ASX: FMG)

Fortescue is a pure-play ASX 200 iron ore share.

The company is a major iron ore producer in Western Australia and also has an emerging green energy division.

The Fortescue share price finished at $19.66 on Tuesday, up 1.24%.

Harrison Massey from Argonaut has a sell rating on the ASX 200 iron ore share.

Massey said Fortescue's June quarter report revealed record total iron ore shipments of 55.2 million tonnes.

This contributed to record total shipments of 198.4 million tonnes in fiscal year 2025, up 4% on the prior corresponding period.

He said shipments from Iron Bridge were 30% above consensus estimates.

Massey commented:

Despite the stronger-than-expected June quarter, we're still relatively downbeat on the outlook for iron ore spot prices, thereby creating significant short term headwinds.

Massey said the Fortescue share price has risen from $14.54 on 23 June to $19.66 yesterday.

He concluded that it "may be a good time to consider cashing in some gains".

Pilbara Minerals Ltd (ASX: PLS)

Pilbara Minerals is a pure-play ASX 200 lithium mining share.

It operates the Pilgangoora Project in Western Australia.

The Pilbara Minerals share price finished at $2.29 on Tuesday, down 0.87%.

Massey has a hold rating on Pilbara Minerals shares.

The analyst explained:

The sentiment surrounding lithium producers has improved, with a strong resurgence in the share prices of many ASX-listed lithium companies.

Pilbara's fourth quarter result in fiscal year 2025 was broadly stronger on all levels, with increased production and sales volumes amid a strong reduction in operational costs.

With almost $1 billion in cash, PLS remains the pre-eminent ASX lithium producer for all portfolios.

Regis Resources Ltd (ASX: RRL)

Regis Resources is a gold mining company with operations in Western Australia and New South Wales.

The ASX 200 gold mining share was the fastest riser of the entire ASX 200 in FY25.

The Regis Resources share price finished steady at $4.30 yesterday.

Blake Halligan from Catapult Wealth has a sell rating on Regis Resources shares.

He notes a fall in the Regis share price from $5.31 on 3 June to $4.30 yesterday.

While Halligan said Regis Resources met its FY25 production guidance, the stock hasn't paid a dividend since 2022.

He said:

Regis is an unhedged producer, so it's fully leveraged to the gold price, which can move in either direction.

In our view, RRL is up against inflationary pressures and economic uncertainty, so investors may want to consider cashing in some gains.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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